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FDx Advisors’s Essex Property Trust ESS Stock Holding History

FDx Advisors’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,321
Closed -$465K – 863
2021
Q4 		$465K Sell
1,321
-737
-36% -$251K 0.01% 556
2021
Q3 		$658K Sell
2,058
-63
-3% -$20.4K 0.02% 432
2021
Q2 		$636K Buy
2,121
+135
+7% +$39.8K 0.02% 442
2021
Q1 		$540K Buy
1,986
+1,110
+127% +$288K 0.02% 449
2020
Q4 		$208K Buy
+876
New +$202K 0.01% 678
2014
Q4 		– Sell
-1,206
Closed -$216K – 906
2014
Q3 		$216K Sell
1,206
-671
-36% -$127K 0.01% 892
2014
Q2 		$347K Buy
+1,877
New +$332K 0.02% 725

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return